9258 Wealth Management’s Johnson Controls International JCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $465K | Sell |
5,997
-1,671
| -22% | -$130K | 0.07% | 212 |
|
|
2024
Q2 | $510K | Sell |
7,668
-25
| -0.3% | -$1.66K | 0.08% | 184 |
|
|
2024
Q1 | $503K | Hold |
7,693
| – | – | 0.08% | 195 |
|
|
2023
Q4 | $443K | Hold |
7,693
| – | – | 0.08% | 198 |
|
|
2023
Q3 | $409K | Sell |
7,693
-30
| -0.4% | -$1.6K | 0.08% | 200 |
|
|
2023
Q2 | $526K | Sell |
7,723
-35
| -0.5% | -$2.39K | 0.1% | 176 |
|
|
2023
Q1 | $467K | Buy |
7,758
+16
| +0.2% | +$964 | 0.09% | 186 |
|
|
2022
Q4 | $495K | Hold |
7,742
| – | – | 0.11% | 176 |
|
|
2022
Q3 | $381K | Buy |
7,742
+19
| +0.2% | +$935 | 0.1% | 196 |
|
|
2022
Q2 | $370K | Buy |
7,723
+39
| +0.5% | +$1.87K | 0.09% | 214 |
|
|
2022
Q1 | $504K | Sell |
7,684
-254
| -3% | -$16.7K | 0.12% | 186 |
|
|
2021
Q4 | $645K | Hold |
7,938
| – | – | 0.15% | 153 |
|
|
2021
Q3 | $540K | Hold |
7,938
| – | – | 0.14% | 160 |
|
|
2021
Q2 | $545K | Sell |
7,938
-29
| -0.4% | -$1.99K | 0.15% | 153 |
|
|
2021
Q1 | $475K | Sell |
7,967
-37
| -0.5% | -$2.21K | 0.14% | 160 |
|
|
2020
Q4 | $373K | Sell |
8,004
-203
| -2% | -$9.46K | 0.12% | 187 |
|
|
2020
Q3 | $346K | Sell |
8,207
-534
| -6% | -$22.5K | 0.13% | 180 |
|
|
2020
Q2 | $298K | Hold |
8,741
| – | – | 0.12% | 205 |
|
|
2020
Q1 | $254K | Sell |
8,741
-2,297
| -21% | -$66.7K | 0.11% | 211 |
|
|
2019
Q4 | $449K | Buy |
+11,038
| New | +$449K | 0.16% | 162 |
|